Orion Introduces Capital Group ETF Portfolios

By John Manganaro

News October 01, 2024 at 01:44 PM

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Orion, the wealth management technology platform provider, has launched a new suite of exchange-traded fund portfolios utilizing Capital Group ETFs.

The portfolios are managed by Brinker Capital and are being made available via both Orion Portfolio Solutions and on Brinker's platform. The move marks Orion's first introduction of 100% Capital Group ETF models, according to the announcement.

"This launch represents a significant milestone building on our relationship with Capital Group and in our ongoing efforts to deliver comprehensive wealth solutions and a full breadth of open architecture investment solutions," said Ron Pruitt, president of Orion Wealth Management, in a statement.

Pruitt added that Brinker's management of the portfolios "highlights [Orion's] dedication to utilizing an experienced firm with a long-term focus to meet the evolving needs of advisors."

"All of our ETFs focus on major asset allocation categories used by advisors when constructing client portfolios and are designed to represent high conviction, long-term investment horizons," noted Pete Thatch, wealth management director of national accounts and product at Capital Group.

As highlighted in the announcement, key features of the ETF model portfolios include dynamic asset allocation, multi-manager active management and an investment minimum of $5,000.

Advisors interested in learning more can attend an overview webinar on Oct. 29.

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